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Upload your white paper
Upload your white paper

We show you in detail the steps to put your white paper online and to modify your white paper for maximum flexibility.

Florent avatar
Written by Florent
Updated over 3 years ago

Upload your white paper (ebook) to Plezi:

  1. In the part “Content”, click on “+ Content”;

  2. Enter the title of your content and identify its type 


3. Add your teaser;

4. Upload your document;

5. Define who this content is intended for by using your tags;

6. Give this content a scoring;
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Confirm and… it’s been saved!

What if I want to change my white paper ?

To upload your new PDF to Plezi, simply replace it within with identity record of your ebook content.

Follow these steps:

  1. Click  on your content-edit button;

2. Upload your new PDF to “Content-type properties”;

3. Make sure you update your content!

That’s it! Your visitors will now have access to your new PDF when they submit the form!

⚠️ Warning: the link to the content will change to match the name of the PDF. When you change the document, the link will therefore change. If you have shared a direct link to your content anywhere, make sure that you replace this with the new link. Within the workflow of your forms, the content’s URL is picked up directly via a merge field, so you don’t have to worry about changing it there 😊

Tips and Tricks!

  • The title of the content must be unique;

  • The teaser can appear automatically on the landing page and newsletters;

  • The score associated to the visit of a page doesn’t usually matter (0 or 1), but the download of an associated content must have a higher score, depending on the stage of the purchasing cycle.

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